Download - Usability - Fabien Pinckaers

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Page 1: Usability - Fabien Pinckaers

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Usability in OpenERPFabien Pinckaers, Founder & CEO

Usability in OpenERPFabien Pinckaers, Founder & CEO

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Page 2: Usability - Fabien Pinckaers

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Usability is what makes the difference between this...

Hmmm, it looksinteresting !

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and this...

Wow ! This isso cool !

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Usability is about...

Usability helps to:

Make the product looks sexy, cool and simple Decrease training and implementation time Make self-implementation become easier for small businesses

It concerns:

Ease of use Ease of configuration & deployment Ease of installation

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It's all about a strong process...It's all about a strong process...

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A continuous improvement process...

The key is to learn: Test scenarios with lambda users Online tests with UserTesting.com Contact with community: feedback, launchpad, online customers Test all competitors and organize lambda users tests on them

Involvment in the development process: Sprint Planning: participate to specs Sprint Review: validate developments

A sensibilisation process: Train and sensibilize all developers Write the useability book

Innovative ideas come from a continuous learning process

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Example: A user testExample: A user test

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We gave this task to a lambda user:

Create a new product which is a “White T-Shirt”, stockable product and costs 5€ with the supplier Corleone.

→ Here is what he did in 2 minutes.

We gave this task to a lambda user:

Create a new product which is a “White T-Shirt”, stockable product and costs 5€ with the supplier Corleone.

→ Here is what he did in 2 minutes.

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Our vision since 2005...

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Display the screencast.Display the screencast.

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He tried to create the product in the search view thinking it was a search view.

This error has been noticed on 6 users on 10 !

He tried to create the product in the search view thinking it was a search view.

This error has been noticed on 6 users on 10 !

The problem

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What we did

Clearly explain it's a search view

When he clicked on search, tell him he did the wrong operation.

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The 4 biggest usability issuesto be fixed in v6.1

The 4 biggest usability issuesto be fixed in v6.1

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4 main usability issues

Use of many2one fields: 70% difficulties CSV Importation: 60% failed Status of documents: 30% don't understand Configuration Steps: 30%

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Issue 1: Many2one relation fieldsAre too complex

Issue 1: Many2one relation fieldsAre too complex

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Many2One in V6.1

Use intelligent selection box instead• With “more...”: search window• And “create...”: quick create

On Create: Pop-Up are too complex:• Quick-create with just the name• Possibility to edit in full form view

Cust

- Customer 1- Customer 2- Customer 3

More... Create

Cust

Details

Name Cus

Create

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Issue 2: CSV importationis too complex

Issue 2: CSV importationis too complex

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Old Importation Wizard

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Better Process1. Select a file2. Check the preview3. Review Column Header4. Press Done !

Better Process1. Select a file2. Check the preview3. Review Column Header4. Press Done !

Easier import process

Extras:- Better error messages- Auto-match columns- Everything in one screen- Preview to check charset- No requirement on the

CSV file (header, ...)

Extras:- Better error messages- Auto-match columns- Everything in one screen- Preview to check charset- No requirement on the

CSV file (header, ...)

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Issue 3: Status of the documentsIssue 3: Status of the documents

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Status of documents

What does this means ?Internal or supplier approval ?What was the step before ?

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E-commerce bar

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OpenERP Solution:- Display a dynamic progress bar instead of selection box- Make it clear what are the previous and next steps- Improve tooltips

OpenERP Solution:- Display a dynamic progress bar instead of selection box- Make it clear what are the previous and next steps- Improve tooltips

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Issue 4: Configuration of the systemIssue 4: Configuration of the system

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Configuration Troubles

Current Troubles:

You have to configure before using Configuration wizards can be long Complex to understand without demo data You don't want to configure at the installation:

• Example 1: upload your company logo• Example 2: Configuration of Payroll

You don't know what and how to configure

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Click 1: Subscription/ DB Creation

The user fill the form on openerp.com

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Click 2: select an application

No Wizard: directly in the application.You can use directly.

No Wizard: directly in the application.You can use directly.

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Click 3 : Create a document

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Click 4: Create your invoice

Cust

- Customer 1- Customer 2- Customer 3

More... Create

Cust

Create

Name Cus

No need to configure products & partners

Create on the fly with the new many2one fields

No complex pop-up for search or product form

No need to configure products & partners

Create on the fly with the new many2one fields

No complex pop-up for search or product form

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Click 5: Configure when you need it

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Conclusion

We did a great work to make OpenERP easy to use in V6.0. We should make it easy to configure and

start with in V6.1.

I showed some examples, but they are hundreds of small details to improve. We need your help;

feedback is welcome on Launchpad !